Client Relationship Management A Complete Guide - 2020 Edition. Gerardus Blokdyk
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the answer to this question is clearly defined’.
There are two ways in which you can choose to interpret this statement;
1.how aware are you that the answer to the question is clearly defined
2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.
A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.
After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Client Relationship Management Scorecard on the second next page of the Self-Assessment.
Your completed Client Relationship Management Scorecard will give you a clear presentation of which Client Relationship Management areas need attention.
Client Relationship Management
Scorecard Example
Example of how the finalized Scorecard can look like:
Client Relationship Management
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service8
Included Resources - how to access8
Purpose of this Self-Assessment10
How to use the Self-Assessment11
Client Relationship Management
Scorecard Example13
Client Relationship Management
Scorecard14
BEGINNING OF THE
SELF-ASSESSMENT:15
CRITERION #1: RECOGNIZE16
CRITERION #2: DEFINE:28
CRITERION #3: MEASURE:43
CRITERION #4: ANALYZE:58
CRITERION #5: IMPROVE:74
CRITERION #6: CONTROL:90
CRITERION #7: SUSTAIN:103
Client Relationship Management and Managing Projects, Criteria for Project Managers:130
1.0 Initiating Process Group: Client Relationship Management131
1.1 Project Charter: Client Relationship Management133
1.2 Stakeholder Register: Client Relationship Management135
1.3 Stakeholder Analysis Matrix: Client Relationship Management136
2.0 Planning Process Group: Client Relationship Management138
2.1 Project Management Plan: Client Relationship Management140
2.2 Scope Management Plan: Client Relationship Management142
2.3 Requirements Management Plan: Client Relationship Management144
2.4 Requirements Documentation: Client Relationship Management146
2.5 Requirements Traceability Matrix: Client Relationship Management148
2.6 Project Scope Statement: Client Relationship Management150
2.7 Assumption and Constraint Log: Client Relationship Management152
2.8 Work Breakdown Structure: Client Relationship Management154
2.9 WBS Dictionary: Client Relationship Management156
2.10 Schedule Management Plan: Client Relationship Management159
2.11 Activity List: Client Relationship Management161
2.12 Activity Attributes: Client Relationship Management163
2.13 Milestone List: Client Relationship Management165
2.14 Network Diagram: Client Relationship Management167
2.15 Activity Resource Requirements: Client Relationship Management169
2.16 Resource Breakdown Structure: Client Relationship Management171
2.17 Activity Duration Estimates: Client Relationship Management172
2.18 Duration Estimating Worksheet: Client Relationship Management174
2.19 Project Schedule: Client Relationship Management176
2.20 Cost Management Plan: Client Relationship Management178
2.21 Activity Cost Estimates: Client Relationship Management180
2.22 Cost Estimating Worksheet: Client Relationship Management182
2.23 Cost Baseline: Client Relationship Management184
2.24 Quality Management Plan: Client Relationship Management186
2.25 Quality Metrics: Client Relationship Management188
2.26 Process Improvement Plan: Client Relationship Management190
2.27 Responsibility Assignment Matrix: Client Relationship Management192
2.28 Roles and Responsibilities: Client Relationship Management194
2.29 Human Resource Management Plan: Client Relationship Management196
2.30 Communications Management Plan: Client Relationship Management198
2.31 Risk Management Plan: Client Relationship Management200
2.32 Risk Register: Client Relationship Management202
2.33 Probability and Impact Assessment: Client Relationship Management204
2.34 Probability and Impact Matrix: Client Relationship Management206
2.35